Non-Networking and Service Partners

The following fund families do not provide Raymond James with industry standard operational support payments and are subject to certain transaction fees beginning in 2014. This list will be updated on a periodic basis based on contract reviews.

  • Colorado Bondshares
  • Dodge & Cox
  • Fairholme
  • Firsthand
  • Heartland I & II
  • Longleaf Partners
  • MPAM
  • Oak Funds
  • Vanguard